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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,017 | $81,643-86.5% | $70,462-84.4% | $158,950-93.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 29.24% | 208.51%-179.3pp | 109.08%-79.8pp | 302.91%-273.7pp |
| Employer contribution / active EE | $2,699 | $3,218-16.1% | $2,737-1.4% | $4,762-43.3% |
| Participant deferral / active EE | $3,449 | $4,555-24.3% | $3,710-7.0% | $5,983-42.4% |
| Admin fee / account holder | $21,869 | $6,194+253.1% | $3,845+468.7% | $11,248+94.4% |